Women leaders and women facing major life transitions often look for a trusted partner to help bring clarity and direction to their financial lives. My approach is thoughtful, steady, and personal, focused on understanding what matters most to you and supporting you through each step forward.
Taking the time to listen and learn what matters most to you, your priorities, your concerns, and the vision you hold for your future creates the foundation for meaningful planning. From there, the focus becomes simplifying complex decisions and shaping a strategy that adapts to changing markets and the evolving moments of your life.
With access to the investment insights of Merrill Lynch Wealth Management, and the banking convenience and lending solutions of Bank of America, I offer personalized wealth guidance that supports your long-term well-being.
People who work with me often describe the experience as patient, warm, and insightful. My aim is to create conversations that feel comfortable and productive, helping you move forward with clarity and confidence.
My work centers on helping women leaders and those experiencing significant life transitions find clarity and direction in their financial lives:
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
